J.P. Morgan Private Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.48M | Buy |
53,320
+71
| +0.1% | +$4.63K | 0.01% | 586 |
|
|
2023
Q2 | $3.59M | Sell |
53,249
-169,766
| -76% | -$11.5M | 0.02% | 404 |
|
|
2023
Q1 | $15.1M | Sell |
223,015
-4,416
| -2% | -$299K | 0.03% | 351 |
|
|
2022
Q4 | $14.5M | Buy |
227,431
+103,647
| +84% | +$6.59M | 0.03% | 355 |
|
|
2022
Q3 | $7.06M | Sell |
123,784
-11,255
| -8% | -$642K | 0.02% | 472 |
|
|
2022
Q2 | $8.55M | Buy |
135,039
+48,704
| +56% | +$3.08M | 0.02% | 440 |
|
|
2022
Q1 | $6.23M | Buy |
86,335
+8,917
| +12% | +$643K | 0.01% | 553 |
|
|
2021
Q4 | $5.94M | Buy |
77,418
+4,973
| +7% | +$382K | 0.01% | 567 |
|
|
2021
Q3 | $5.46M | Buy |
72,445
+12,655
| +21% | +$953K | 0.01% | 573 |
|
|
2021
Q2 | $4.52M | Sell |
59,790
-24,439
| -29% | -$1.85M | 0.01% | 623 |
|
|
2021
Q1 | $6.15M | Sell |
84,229
-38,604
| -31% | -$2.82M | 0.02% | 461 |
|
|
2020
Q4 | $9.02M | Sell |
122,833
-5,515
| -4% | -$405K | 0.03% | 375 |
|
|
2020
Q3 | $8.74M | Sell |
128,348
-1,962
| -2% | -$134K | 0.03% | 349 |
|
|
2020
Q2 | $8.61M | Sell |
130,310
-47,484
| -27% | -$3.14M | 0.04% | 307 |
|
|
2020
Q1 | $11M | Sell |
177,794
-34,010
| -16% | -$2.11M | 0.06% | 249 |
|
|
2019
Q4 | $15.8M | Buy |
211,804
+8,779
| +4% | +$654K | 0.07% | 233 |
|
|
2019
Q3 | $14.9M | Buy |
203,025
+135,787
| +202% | +$9.95M | 0.08% | 227 |
|
|
2019
Q2 | $4.88M | Buy |
67,238
+926
| +1% | +$67.3K | 0.03% | 388 |
|
|
2019
Q1 | $4.77M | Buy |
66,312
+1,931
| +3% | +$139K | 0.02% | 409 |
|
|
2018
Q4 | $4.29M | Sell |
64,381
-13,214
| -17% | -$881K | 0.03% | 392 |
|
|
2018
Q3 | $5.65M | Buy |
+77,595
| New | +$5.65M | 0.03% | 404 |
|